401(k) Plans

19,275 topics in this forum

1. Eligible Wages, Contribution/Compensation Limits and Plan Acquisition?

   By MD-Benefits Guy, August 2, 2024
   • 1 reply
   • 631 views
   • 
   • MD-Benefits Guy
   • August 3, 2024

2. Correcting Pla that Violated 401(k)(10)

   By Guest Aaron Pierce, July 15, 2002
   • 1 reply
   • 1.3k views
   • 
   • Alf
   • July 16, 2002

3. Definition of Calendar Year Plan

   By Guest mrnardoz, August 26, 2004
   • 1 reply
   • 1.4k views
   • 
   • rcline46
   • August 27, 2004

4. Another SH Question. Has anyone had a 401k SH Plan audited by IRS and had the Auditor ask to see the SH Notice?

   By jkharvey, June 17, 2005
   • 1 reply
   • 1.3k views
   • 
   • Bird
   • June 17, 2005

5. ACA Mid Year

   By Doghouse, July 10, 2009
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • July 10, 2009

6. Plan restatement

   By Gary, April 22, 2010
   • 1 reply
   • 1k views
   • 
   • Blinky the 3-eyed Fish
   • April 22, 2010

7. Topheavy minimum contribution

   By Guest TCAT, October 15, 1998
   • 1 reply
   • 2.6k views
   • 
   • LCARUSI
   • October 16, 1998

8. Controlled/Affiliated Services Group - departure mid year

   By TPApril, June 23, 2022
   • 1 reply
   • 302 views
   • 
   • FORMER ESQ.
   • June 27, 2022

9. Plan Document - updated for TRA'86

   By Guest AP, March 7, 1999
   • 1 reply
   • 2k views
   • 
   • Ervin Barham
   • March 8, 1999

10. Top Heavy Contributions for Hardship Withdrawal Employees

    By Guest Mark Manning, August 17, 1999
    • 1 reply
    • 1.5k views
    • 
    • LCARUSI
    • August 17, 1999

11. Discretionary Matches and ACP Test Safe Harbor

    By davef, December 7, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 7, 1999

12. Secure 2.0 tax credits for safe harbor 401(K)

    By Newyorksba, August 2, 2024
    • 1 reply
    • 642 views
    • 
    • Peter Gulia
    • August 4, 2024

13. Waiver of interest and/or penalties for an amended return due to a fai

    By Guest whistler, September 9, 2001
    • 1 reply
    • 1.4k views
    • 
    • Brenda Wren
    • September 9, 2001

14. transfering $ from 401 plan to charitable organization

    By Guest AHollister, October 24, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 24, 2001

15. percentage/performance fee based services for ERISA funds

    By fidu, February 1, 2002
    • 1 reply
    • 2k views
    • 
    • KJohnson
    • February 1, 2002

16. top heavy 401k plan

    By Guest ehayes, April 24, 2002
    • 1 reply
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • April 24, 2002

17. Testing - Highly Compensated and Top Heavy

    By Guest jstout2507, October 4, 2002
    • 1 reply
    • 1.9k views
    • 
    • Archimage
    • October 4, 2002

18. Top Heavy question regarding a "Former" Key EE

    By Guest KD40, February 6, 2003
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • February 7, 2003

19. Proxy Voting in Blackout

    By Guest TaraD, April 1, 2003
    • 1 reply
    • 1.3k views
    • 
    • four01kman
    • April 1, 2003

20. ER deductions

    By Guest sritts, May 30, 2003
    • 1 reply
    • 1.1k views
    • 
    • ErisaGeek
    • June 2, 2003

21. Excluding class of employees

    By Brian Gallagher, July 31, 2003
    • 1 reply
    • 1.3k views
    • 
    • ccassetty
    • August 1, 2003

22. self employment income & 401(k)

    By eilano, September 13, 2006
    • 1 reply
    • 1.5k views
    • 
    • Jim Chad
    • September 14, 2006

23. U.S. Virgin Islands

    By Guest IRISH79, April 10, 2007
    • 1 reply
    • 5.5k views
    • 
    • masteff
    • April 13, 2007

24. 401k electively deferring nonqualified deferred comp payment

    By J Simmons, August 6, 2008
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • August 6, 2008

25. Safe Harbor and Changing Compensation

    By Randy Watson, December 15, 2008
    • 1 reply
    • 1.2k views
    • 
    • Kevin C
    • December 15, 2008

26. 401(a)(17) Limit

    By Guest Gumby, January 27, 2010
    • 1 reply
    • 998 views
    • 
    • BG5150
    • January 27, 2010

27. Otherwise Excludible HCEs?

    By Guest beppie_stark, February 25, 2010
    • 1 reply
    • 926 views
    • 
    • Tom Poje
    • February 25, 2010

28. After-tax Contributions

    By Nassau, September 14, 2010
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • September 14, 2010

29. 5500 for MEPs

    By 30Rock, September 2, 2011
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • September 2, 2011

30. Safe Harbor ER Contribution

    By justatester, November 10, 2011
    • 1 reply
    • 1.6k views
    • 
    • 401king
    • November 10, 2011

31. Top Heavy

    By cdavis25, March 12, 2012
    • 1 reply
    • 1.3k views
    • 
    • shERPA
    • May 7, 2014

32. Hurrican Sandy Hardship Withdrawal

    By Gruegen, November 21, 2012
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • November 21, 2012

33. 404(a)(5) Disclosure - Pooled & Individual Accounts

    By 401(k)athryn, June 29, 2018
    • 1 reply
    • 1.8k views
    • 
    • RatherBeGolfing
    • June 29, 2018

34. ADP Refund After $$ rolled out of plan

    By ratherbereading, May 20, 2019   

    • hce adp refund
    • 1 reply
    • 1.4k views
    • 
    • C. B. Zeller
    • May 20, 2019

35. Custom and volume sumitter documents

    By Guest AP, March 7, 1999
    • 1 reply
    • 1.7k views
    • 
    • Ervin Barham
    • March 8, 1999

36. Considering changes in the investment options of our 404(c) compliant

    By Guest Kennedy, August 4, 1999
    • 1 reply
    • 1.4k views
    • 
    • Jon Chambers
    • August 18, 1999

37. Automatic Enrollment Opt-Out

    By John K, December 4, 2024
    • 1 reply
    • 604 views
    • 
    • Gina Alsdorf
    • December 4, 2024

38. Post yr end Bonus deferral and 3% safe Harbor

    By Guest Ed Walker, February 1, 2002
    • 1 reply
    • 1.6k views
    • 
    • chris
    • February 2, 2002

39. Forfeitures

    By Guest rnarum, February 19, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 19, 2002

40. Deduction for Employer Match when fiscal year does not match plan year

    By MarZDoates, December 19, 2002
    • 1 reply
    • 1.7k views
    • 
    • E as in ERISA
    • December 19, 2002

41. New DOL Fee Disclosure Rules

    By Ron Snyder, January 15, 2008
    • 1 reply
    • 1.2k views
    • 
    • four01kman
    • January 15, 2008

42. ER Match with Last Day feature

    By Alex Daisy, February 15, 2008
    • 1 reply
    • 1k views
    • 
    • Below Ground
    • February 15, 2008

43. Cancel a Plan Termination?

    By Guest dms9999, June 11, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • June 11, 2009

44. ADP failure - too much refunded to HCEs

    By Guest Rags, September 3, 2009
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • September 4, 2009

45. Individual allocation groups

    By emmetttrudy, February 25, 2010
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • February 25, 2010

46. Suggested Reading for Testing and Aggregation Topics

    By Guest jjq, March 5, 2011
    • 1 reply
    • 841 views
    • 
    • 12AX7
    • March 7, 2011

47. Safe Harbor- Control groups

    By Guest New401k, December 8, 2016
    • 1 reply
    • 598 views
    • 
    • ETA Consulting LLC
    • December 9, 2016

48. 402(g) Violation?

    By Joe L, September 9, 2020   

    • 401k
    • testing
    • (and 1 more)

      Tagged with:

      • 401k
      • testing
      • 402(g)
    • 1 reply
    • 637 views
    • 
    • MWeddell
    • September 9, 2020

49. Refund after Roth conversion

    By BG5150, February 12, 2021
    • 1 reply
    • 555 views
    • 
    • Bri
    • February 16, 2021

50. 401k - Employee excessively accelerating contributions (deferrals)

    By famoosemutt, February 7, 2022
    • 1 reply
    • 687 views
    • 
    • WCC
    • February 7, 2022